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Home > Institutional Investor > Wagner Bowman Management Corp > Profile

Instuitional Investor - Wagner Bowman Management Corp

Fund Profile
Filing Period:
Fund Name: Wagner Bowman Management Corp
Portfolio Value $899,102,255
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard World Fund
 100,954 $48,861,853 5.43%
2.
Vanguard Index Fds
 164,431 $39,006,396 4.33%
3.
Schwab Strategic Trust
 FNDF 556,907 $31,003,020 3.44%
4.
Vanguard Star Fds
 460,834 $26,709,953 2.97%
5.
Sector Spdr Trust
 XLB 118,335 $22,777,098 2.53%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)